Our Tax Services

We have an experienced team of CPAs and tax preparers ready to prepare returns and provide advice on how to minimize your tax liabilities and keep more of your hard-earned money.
We prepare taxes for:

Individuals

Small Businesses

Partnerships

Corporations

Trusts

Customized services are also available for businesses, including:

Full Service Bookkeeping

Portal with access to all important financial data

Processing of your requested Accounts Payable Payments

Preparation of your bank account reconciliations

Preparation of month-end financial statements

Payroll and Sales Tax reporting

Property Tax reporting

Forms 1099 and W2 Preparation

Year-End reporting and Adjusting Entries

Other Features

Electronic Copies of Returns

Electronic Document Submission

Monthly Tax Tips email

Monthly Tax & Investment Newsletter

CONTACT US

CONTACT US today or CALL (707) 576-8700 to schedule an appointment for a free review of your recently filed income tax returns. Bring in copies of your last three years of tax returns, and we’ll review your returns with you and see how your tax liabilities could have been reduced and what you could do going forward to minimize your taxes.

Location

Our Service Area

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The information contained in this site is for illustrative purposes only and is based on a general viewpoint of our typical clients. The information should not be construed as investment recommendations. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investment portfolio. Please consult with a qualified professional to determine the best approach for your situation. Past performance is not indicative of future results. Montgomery Taylor & Co., LLC is a Registered Investment Advisor with the California Department of Business Oversight.